Open enrollment (the annual period where you can enroll in major medical health insurance plans), begins November 1, 2020 and will remain open for 45 days, or until December 15. For someone looking to change…
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[Infographic] Confusion Amidst Covid-19: Understanding the Difference Between the Stock Market & the Economy
When we think of our own (and the nation’s) financial health, we tend to lump a variety of characteristics together – investments, unemployment levels, the Dow Jones Industrial Average performance, etc. It’s important to recognize,…
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Client Letter: Weathering the Storm
I sent the below letter out last week to my clients. After re-reading it today, I decided to post it here for everyone to read. In difficult times, America’s greatest strength has come from pulling…
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How Our Family Handles Allowance
Guest Blog Post: I had my wife, Angie, write the blog this month. She and I work together on our family allowance, but I like her simple explanation of our system and thought you would…
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What Issues Should I Consider Before The End Of The Year?
The end of the year provides a number of planning opportunities to address. Click here for a comprehensive checklist of the types of year-end planning issues you should be considering to ensure you maximize cash…
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